Get Calculation For

Filling out the CALCULATION FOR is essential for determining your required minimum distribution from your Scottrade traditional self-directed individual retirement account. This guide offers detailed, step-by-step instructions to help you accurately complete the form online.

Follow the steps to successfully complete the CALCULATION FOR.

1. Click ‘Get Form’ button to obtain the CALCULATION FOR and open it in the editor.
2. Enter your Social Security or Tax ID number in the designated field. This information is vital for identification and verification purposes.
3. Print your name clearly in the 'Name (Please Print)' section. Ensure that your name matches the one on your Scottrade account.
4. Provide your Scottrade account number to link the RMD calculation to your IRA correctly.
5. Input your account balance as of December 31 of the previous year. This information is crucial for calculating your required minimum distribution.
6. Fill in your date of birth to determine the applicable life expectancy table for RMD calculations.
7. Answer the question regarding your primary beneficiary. If your beneficiary is your spouse, confirm whether they are more than 10 years younger than you and provide their date of birth if applicable.
8. Review your entries for accuracy. Ensure all required fields are completed as the form must be completed in its entirety.
9. After verifying all information is correct, sign the form on the designated line, and include the date.
10. Finally, submit the completed form to your local branch office along with your Scottrade Distribution Request for Traditional SDIRAs.

Start filling out your documents online today to ensure compliance with your required minimum distribution.